#Data Management88 人がディスカッション中

Hello Team,

I am facing an issue with the Data Library. I have set up Data Cloud for Confluence through a connector, created a data stream with a custom data model object, and configured the search index. My records are available in the Agentforce Data Library setup but are not visible in the Agent Builder's Knowledge Data Library.

Can anyone help me understand the reason behind this and how I can fix it?

I have a dashboard that combines some reports. These reports are located in a confidential folder that only 3 users have any access to. The dashboard is in a cofidential folder as well with only those same 3 users having access. All users with access are listed as "Manage" and are system admin profiles in salesforce. We are subscribed to the dashboard and get it emailed to us on a daily basis. Occasionally we forward the dashboard email to the CEO for his review. He does not have access to the reports, but doesn't care about the data behind the dashboard just likes to see the summarized view.

The problem has risen, he has started forwarding that email to others who we discover are able to click "view report" on the email and are granted access in salesforce to the full report. I just tested it with my assistant and she was able to see it all despite not having access to the reports normally. Is there something I can do to protect the information better? Telling the CEO to stop doing something doesn't really go over well - and we are trying to prevent office drama.  

Aside from manually going through the email and removing any links before we forward it to him I am not sure what else can be done. 

#Reports & Dashboards  #Salesforce Admin  #Security  #Data Management

When anyone in our organization tries to multi-select and edit a date on a task now (under our Task menu), we are getting duplicate checkboxes.   What is happening specifically is: when we multiselect click the Pencil Icon to edit the date, and then click the checkbox for "Update # selected items" then it moves the checkbox up slightly to say "Update # selected items" again and we have to click that again to then click apply. This seems to be a new issue recently in the last ~3 weeks.   We have tried doing this in Incognito and across multiple users, and all have the same experience.   

Im trying to do a bulk upload to creat Accounts and contacts in those accounts.  I have a CSV  file and have mapped the columns but for some reason the upload keeps creating an account for each contactCan someone please point me in the right direction for this. I am literally tearing my hair out. THanks   

Hello,

I am encountering an issue where the Data Governance tab is not visible within my Data Cloud application.

I have already performed the following troubleshooting steps:

1. Permission Set Confirmed: The Data Cloud Architect permission set is correctly assigned to my user.
2. Manual Check: I attempted to manually add the tab to the navigation bar:
   • I navigated to the Data Cloud App.
   • Clicked the "Edit navigation bar" icon (pencil).
   • Selected "Add more items," but the Data Governance option was not available in the list.

Can you help me with this issue ? 

Thank you for your assistance.

I’m currently working with a Salesforce org that has over 1 million+ Attachments and ContentVersion files across multiple objects.

I’m looking for a scalable way to bulk download all files and directly store them in Google Drive, without first saving them locally.

So far, I’ve tried:

• dataloader.io, but it has a limitation of 10k files per month
• Salesforce Data Export, but it doesn’t provide actual file downloads (only metadata)

Has anyone implemented a solution for this at large scale?   Any recommendations around tools, integrations, or best practices would be really helpful.

Thanks in advance!

Hi! We want an individual rescued cat picture to display on each "Cat" custom object record (where we track medical history, adoption status, etc. as well).

I've read that I can do this with "Files", or perhaps with a "Library". I'm guessing this might work better in Lighting than Classic, but am wary of slow page load times that we already experience, and that displaying a photo may slow this down even more.

Can anyone recommend the best way to display individual record photos on a custom object, that both doesn't use up all of our storage space in Salesforce, doesn't require an experienced administrator, and doesn't slow our page load times if we can make the photo display smallishly?

Thanks for any help!